+255.4%
AEM vs ONTO
+476.3%
-221.0%
-54.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.9% | +2.9% | +0.4% |
| 7D | -6.8% | +17.5% | -24.4% | -8.7% |
| 30D | +0.8% | -15.7% | +16.5% | +2.2% |
| 3M | -0.8% | -39.7% | +38.9% | +4.2% |
| 6M | -8.5% | -26.5% | +18.0% | -7.1% |
| YTD | +5.9% | +29.0% | -23.0% | +1.1% |
| 1Y | +6.6% | +57.0% | -50.4% | -0.3% |
| 3Y | +302.2% | +50.0% | +252.2% | +263.5% |
| 5Y | +250.8% | +127.3% | +123.5% | +189.8% |
| All | +255.4% | +476.3% | -221.0% | +121.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ONTO.
Daily Out/Under-Performance
Portfolio return minus ONTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ONTO return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded ONTO wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling